Estate Planning

Gifting your house

Dominic, May 30th, 2018

Inheritance tax (IHT) allowances have failed to keep pace with house prices and many more people now have to consider the IHT burden they leave to their beneficiaries.

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How Much Money Can You Gift without Tax?

Dominic, July 1st, 2017

We answer the question of how much money can you gift without tax and offer our top-level advice for inheritance tax planning. See also: Our Comprehensive Guide to Inheritance Tax Planning Trust Planning & Gifting: An Overview What Is a Trustee? The Roles and Duties Explained Ever-rising property prices are leaving more […]

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If I were a rich man…

Jonathan, February 1st, 2017

We tend to assume that wealth is accumulated over time, often growing fastest in the later working years. Yet, in a broader sense, we are all born with wealth in the form of human capital, which represents the value of the earning potential that we have over our working lifetime. As younger people have a long time to go before they will need the money, the advice they receive is often that excess earnings should be invested predominantly in equities. A subtler approach takes into account the attributes of each person’s human capital which ranges from bond-like to equity-like in nature.

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Estate Planning: What You Need To Know

Dominic, January 28th, 2016

Did you know your estate includes almost everything you own? This includes your car, your house, and even your savings and personal possessions. Chances are this will be a lot for you to consider, making the importance of good estate planning is critical. If you haven’t thought about estate planning before, you’re […]

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Our Best Blog Posts Of 2014

Jonathan, January 20th, 2015

Our Favourite Articles of 2014… As we say goodbye to another fantastic year at Expert Wealth Management, we look back at some of our favourite and most insightful blog articles. The blog posts cover a variety of key topics, including important information on retirement, university and trust planning. Financial Planning For Entrepreneurs: Key […]

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Trust Planning & Gifting: An Overview

Jonathan, October 24th, 2014

Tax planning and a solid gifting strategy can help reduce the estate Inheritance Tax rate to as low as 34% – a substantial saving from the UK’s standard 40% rate. Preparing your trust for maximum tax advantages is a challenge that cannot be approached without a thorough understanding of the costs and […]

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Divorce and Remarriage: How Does it Affect Estate Planning?

Dominic, October 10th, 2014

Estate planning can be complex and seem a daunting prospect but what it boils down to is ensuring the ones you love are taken care of. When you go through a big change in your life, such as a divorce or remarriage, make sure you take the time to set your estate […]

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Inheritance Tax & Estate Planning: What to Consider

Dominic, October 30th, 2013

If your individual estate exceeds £325,000, you need to meet with an Inheritance Tax (IHT) expert as soon as possible. By seeking professional advice, you can protect your life’s earnings and minimise the tax consequences for your heirs, spouse and legal civil partner. Without proper inheritance tax structure, your heirs will be […]

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Dear Dom, Thank you for a very helpful meeting this afternoon. I always find seeing you a valuable reflective space, not least because you are such an excellent listener and so self-evidently a safe pair of hands. CL & MF (Oxford)
T: 01993 772467      F: 01993 775067      E: advice@expertwealth.co.uk

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